+433.9%
BTSG vs VEU
+64.9%
+369.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.4% | +0.4% |
| 7D | -3.3% | -1.4% | -1.9% | -1.8% |
| 30D | -1.6% | -0.4% | -1.2% | -1.2% |
| 3M | -6.9% | +2.5% | -9.4% | -9.3% |
| 6M | +42.1% | +11.1% | +31.0% | +26.7% |
| YTD | +56.8% | +16.5% | +40.3% | +32.6% |
| 1Y | +109.8% | +22.9% | +86.9% | +67.6% |
| All | +433.9% | +64.9% | +369.0% | +240.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling